Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DANA COLLEGE FOUNDATION POSITION: Director NATURE: Foundation Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2018 ADDRESS: 1230 Fall Creek Road, Lincoln NE 68510, United States DESCRIPTION: Vote on ways to use foundation resources to ensure Dana College history & tradition remain endowed. OLINE PROPERTIES POSITION: Owner NATURE: Commercial & residential property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/25/2018 ADDRESS: 1207 S 107th St, Omaha NE 68124, United States DESCRIPTION: Own and lease property TKJNP VENTURES, LLC POSITION: Managing Member NATURE: Holding Company for Family Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2026 ADDRESS: 11808 Miracle Hills Drive Ste 110, Omaha NE 68154, United States DESCRIPTION: Clerical TAS114, LLC POSITION: Owner NATURE: LLC for the expenses for TAN/TIMI Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 1207 S 107th St, Omaha NE 68124, United States DESCRIPTION: Clerical RELATIONAL TITHE/COMMON CHANGE POSITION: Board Member NATURE: Relational Tithe believes God has created an economy of abundance and intends for people to care for one another. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2021 ADDRESS: 484 Lake Park Ave #665, Oakland CA 94610, United States DESCRIPTION: Advise on the ongoing efforts to distribute resources THL24, LLC POSITION: Managing Member NATURE: Entity to hold and develop land INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: No day to day duties TLSC19, LLC POSITION: Managing Member NATURE: Hold Land for development INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2024 ADDRESS: 1207 S 107th St, Omaha NE 68124, United States DESCRIPTION: Clerical MAPRP, LLC POSITION: Owner NATURE: S-Corp to own the RIA of RetirePath Advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Clerical & management of entity that owns our financial advising practice. ABVL88 LLC POSITION: Owner NATURE: Buy & hold property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2020 ADDRESS: 8526 F St, Omaha NE 68127, United States DESCRIPTION: No daily responsibilities.Company handles all, 1 of 4 Owners MILITARY & 138 SMART DEVELOPMENT, LLC POSITION: Owner NATURE: Entity to hold land INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2022 ADDRESS: 331 Village Point Plaza Suite 100, Omaha NE 68118, United States DESCRIPTION: No daily responsibilities.Company handles all.1 of 4 owners FIXED INSURANCE POSITION: Agent NATURE: Selling/ Servicing Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 11808 Miracle Hills Drive, Ste 100, Omaha NE 68154, United States DESCRIPTION: Selling / Servicing of Fixed Ins products THRIVENT ADVISOR NETWORK, LLC DBA RETIREPATH ADVISORS, LLC POSITION: Owner, Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/15/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Investment Advisory services to retail clients. TJCM26, LLC POSITION: Managing Member NATURE: Entity to Hold and Develop Land INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: No day to day duties